Surevest, LLC United Parcel Service Inc Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Surevest, LLC holds 21,751 shares of UPS stock, worth $2.73 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

21,751

Previous 21,611 0.65%

Holding current value

$2.73 Million

Previous $3.95 Million 10.93%

% of portfolio

0.96%

Previous 1.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$161.54 - $208.05 $22,615 - $29,127	140 Added 0.65%	21,751 $3.51 Million
Q2 2022 Aug 15, 2022	BUY	$167.39 - $206.64 $123,868 - $152,913	740 Added 3.55%	21,611 $3.95 Million
Q1 2022 May 16, 2022	SELL	$194.83 - $232.11 $1.01 Million - $1.21 Million	-5,192 Reduced 19.92%	20,871 $4.48 Million
Q4 2021 Feb 11, 2022	SELL	$178.42 - $218.07 $83,143 - $101,620	-466 Reduced 1.76%	26,063 $5.59 Million
Q3 2021 Oct 13, 2021	BUY	$182.1 - $214.26 $210,689 - $247,898	1,157 Added 4.56%	26,529 $4.83 Million
Q2 2021 Aug 06, 2021	SELL	$171.28 - $217.5 $485,407 - $616,395	-2,834 Reduced 10.05%	25,372 $5.28 Million
Q1 2021 Apr 19, 2021	BUY	$155.0 - $169.99 $80,445 - $88,224	519 Added 1.87%	28,206 $4.8 Million
Q4 2020 Feb 04, 2021	BUY	$155.78 - $176.54 $53,744 - $60,906	345 Added 1.26%	27,687 $4.66 Million
Q3 2020 Oct 16, 2020	SELL	$113.76 - $168.9 $89,074 - $132,248	-783 Reduced 2.78%	27,342 $4.56 Million
Q2 2020 Jul 15, 2020	BUY	$90.0 - $111.18 $190,350 - $235,145	2,115 Added 8.13%	28,125 $3.13 Million
Q1 2020 Apr 16, 2020	BUY	$86.17 - $118.61 $2.24 Million - $3.09 Million	26,010 New	26,010 $2.43 Million

Others Institutions Holding UPS

# of Institutions

2,446

Shares Held

510M

Call Options Held

14.9M

Put Options Held

12.9M

View Full List

About UNITED PARCEL SERVICE INC

Ticker UPS
Exchange NYSE
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 729,516,032
Market Cap $91.7B
Description
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...

More about UPS

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